Phoenix Wealth Advisors’s Philip Morris PM Stock Holding History

Phoenix Wealth Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$560K	Buy	3,093 +414	+15%	+$71.8K	0.19%	78
2026 Q1	$443K	Hold	2,679	–	–	0.18%	92
2025 Q4	$430K	Buy	2,679 +828	+45%	+$128K	0.17%	91
2025 Q3	$300K	Hold	1,851	–	–	0.12%	107
2025 Q2	$337K	Hold	1,851	–	–	0.14%	97
2025 Q1	$294K	Sell	1,851 -50	-3%	-$7.08K	0.13%	99
2024 Q4	$229K	Buy	+1,901	New	+$240K	0.1%	111
2021 Q4	–	Sell	-482	Closed	-$46K	–	296
2021 Q3	$46K	Hold	482	–	–	0.03%	199
2021 Q2	$48K	Hold	482	–	–	0.03%	191
2021 Q1	$42K	Hold	482	–	–	0.03%	202
2020 Q4	$40K	Buy	+482	New	+$37.5K	0.03%	204

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phoenix Wealth Advisors's PM Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Philip Morris (PM) stake by 15% in Q2 2026, buying an estimated $71.8K and bringing the position to 3,093 shares worth $560K. The position accounts for 0.19% of the portfolio, ranked #78.

Phoenix Wealth Advisors first reported a position in PM in Q4 2020 and has held it in 11 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Phoenix Wealth Advisors held 3,093 shares of Philip Morris worth $560K as of Q2 2026.
Phoenix Wealth Advisors bought 414 Philip Morris shares in Q2 2026, an estimated $71.8K.
Philip Morris made up 0.19% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Phoenix Wealth Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 11 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.